Long/Short Biotech
Contributor since: 2017
Latest Articles
Mylan: Blank Check On Growth?
Why Biotech Asset Managers Can (Should?) Make Money In Any Markets
Gilead: The New CEO Will Need More Time
MacroGenics: Low Hanging Fruit
Puma Biotechnology: Increasing Our Exposure
Celgene: Investment Thesis Still Not Compelling
Regeneron: Regenerating As Usual
United Therapeutics: Value Company With Growth Prospects
Puma Biotechnology: Risky Investment
Biogen: Spinning Around Spinraza
IDO Is Still A Valid Pathway For NewLink Genetics
Why We Pass On Amgen
BMS Is A Buy On The Dip
Vertex: Great Company But Too Pricey
Clovis: When All Rush To Exit
What's Wrong With Exelixis?
Catalyst Biosciences: Rare Risk/Reward Opportunity
Neurocrine: Time To Reduce?
Making Sense Of Alnylam's Valuation
Gilead Is On Hold For Now
Why Tesaro Is A Buy Opportunity
Incyte Is Worth $80 Even Without Epacadostat
Is Celgene A Growth Or A Value Stock?
Ionis: Good Value With Non-Binary Upside
Achillion Pharmaceuticals: Ultra-Rare Disease Company With Ultra-Rare Enterprise Value
Teva's Restructuring Plan